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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,300 | $160,040+214.5% | $147,096+242.2% | $145,877+245.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.91% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $7,800 | $5,289+47.5% | $4,936+58.0% | $4,663+67.3% |
| Participant deferral / active EE | $16,900 | $8,429+100.5% | $8,071+109.4% | $6,691+152.6% |
| Admin fee / account holder | $4,248 | $15,050-71.8% | $13,005-67.3% | $13,402-68.3% |